How to setup your organisation Profile in Zoho Books
Introduction
Setting up your organisation profile is one of the first steps when you start using Zoho Books. It helps personalise your account, ensures your documents look professional, and keeps your business details in order. From your company name and logo to contact details and tax information it all starts here.
This guide walks you through how to set up your organisation profile in Zoho Books, step by step.
Step-by-Step Instructions:
1. Access Organisation Profile Settings
- Log in to your Zoho Books account.
- Click on the gear icon (⚙️ Settings) in the top right corner.
- Select Profile under the Organisation section.
2. Create Departments
- Segment by team, product, or region
- Set up unique workflows, automations, and channels for each department
| Field | Description |
|---|---|
| Organisation Logo | Upload your company logo to appear on invoices, quotes, and other documents. Tip: Preferred size is 240x240 pixels at 72 DPI. Maximum file size: 1 MB. |
| Organisation Name | Edit your business name here if needed. |
| Industry | Choose the industry your business operates in. |
| Business Type | Select your business structure, e.g. Sole Trader, Partnership, Limited Company. |
| Organisation Location | Pick the country where your business is based. |
| Organisation Address | Add your full business address, phone number, and website. You can also add a separate remittance address for payments. |
| Website URL | Enter your company’s website address. |
| Primary Contact | Update the name and email address of the main contact person. To add more email addresses: Click the gear icon beside the current email Select + New Sender Add the new name and email Click Save You can also mark one email as the primary sender for client communications. |
| Base Currency | Shows the currency you selected at sign up. Note: It cannot be changed once transactions are recorded. |
| Fiscal Year | Choose your company’s fiscal year based on your reporting and compliance needs. |
| Tax Basis | Select either Accrual or Cash accounting. Tip: If you're unsure, speak to an accountant. |
| Time Zone | Set your time zone. It’s auto filled based on your country but can be edited if needed. |
| Company ID | Add your Company ID if it's required on invoices. To display it: Go to Settings > Preferences > General > Organisation Address Format and add the placeholder. |
| Tax ID | Enter your Tax ID for invoices if required. Configure this under Settings > Preferences > General > Organisation Address Format. Note: For new users using the Global edition, this is now found under: Settings > Taxes and Compliance > Taxes > Tax Settings > Tax Registration Number. |
3. Add Custom Fields (Optional)
- If you need to track extra information specific to your business, you can add additional fields to your organisation profile.
4. Add a Payment Stub Address (Optional)
- Need a separate address just for payment stubs? Enable this option to include an alternative address on invoice payment slips.
Tips:
- Upload a high quality logo to give your invoices and quotes a professional touch.
- Double check your contact email it’s used for all outgoing communication to clients and vendors.
- Use the correct tax and company IDs if legally required in your region.
- If you're unsure about your tax basis or fiscal year, always consult your accountant.
